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Wells Fargo

2,627 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 1,067 increasing their positions, 953 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-1.8%)

16% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.05B

16% less funds holding in top 10

Funds holding in top 10: 9176 (-15)

Holders
2,627
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.05B
Net Calls
Net Calls Change

Top Buyers

1 +$647M
2 +$468M
3 +$375M
4
JP Morgan Chase
JP Morgan Chase
New York
+$356M
5
Morgan Stanley
Morgan Stanley
New York
+$340M
Name Holding Trade Value Shares
Change
Change in
Stake
CWG
1476
Cornerstone Wealth Group
North Carolina
$729K
MFA
1477
Mayflower Financial Advisors
Massachusetts
$725K
CWA
1478
Cornerstone Wealth Advisors
Minnesota
$725K
TL
1479
Tradewinds LLC
North Carolina
$724K
CAC
1480
Core Alternative Capital
Georgia
$724K
CA
1481
Capital Advantage
California
$724K
APW
1482
Austin Private Wealth
Texas
$721K
HI
1483
Hudock Inc
Pennsylvania
$717K
ISFAN
1484
Investor's Fiduciary Advisor Network
Washington
$717K
LFA
1485
Lauterbach Financial Advisors
Texas
$713K
OL
1486
Optas LLC
Texas
$712K
SRC
1487
Shufro Rose & Co
New York
$711K
SIA
1488
Strategic Investment Advisors
Michigan
$710K
SSWM
1489
Sheets Smith Wealth Management
North Carolina
$709K
BFC
1490
Bedel Financial Consulting
Indiana
$708K
SCP
1491
Sivia Capital Partners
California
$708K
AMG
1492
Advisors Management Group
Wisconsin
$706K
EGA
1493
Eagle Global Advisors
Texas
$706K
Legacy Financial Group (Iowa)
1494
Legacy Financial Group (Iowa)
Iowa
$705K
RCA
1495
Roberts Capital Advisors
Colorado
$705K
BOSSRA
1496
B.O.S.S. Retirement Advisors
Utah
$704K
VA
1497
Valmark Advisers
Ohio
$701K
CIC
1498
Cutler Investment Counsel
Oregon
$701K
ACG
1499
Allen Capital Group
Nebraska
$700K
PMA
1500
Prudent Man Advisors
Illinois
$699K